In Your 30s And 40s
Feel Confident in Your Financial Future
In your 30s and 40s, priorities look a lot different than they did in your 20s.
Responsibilities have grown, and you’re thinking about maximizing your compensation, paying for childcare, or getting a good deal on a mortgage. Whether you’re growing your wealth, growing your family, or both, it’s time to be more proactive with how you manage your money and investments.
“Merriman has been truly phenomenal to work with.” –Kaylee McHugh, Client
Where You Are
Where You Could Be
How We Get You There
Strategic investment management that encompasses all your assets, aligns with your goals and works to build your after-tax wealth
Consolidation of accounts and rolling over 401(k)s from previous jobs so all your money is working for you
Support in preparing an estate plan to take care of loved ones including wills, Powers of Attorney, and Healthcare Directives
Financial planning that informs your choices about balancing spending today with saving for the future
Recommendations for getting the most out of your compensation, stock options, and retirement plans
Comprehensive, unbiased recommendations for insurance coverage including life, disability, and property
Access to FDIC-insured high-yield savings accounts
Analysis of mortgage and other financing options for buying a new house
Education savings planning and investment advice
Get where you’re going better, faster, and smarter with the right financial plan.
At Merriman, we provide you with information you can rely upon, so you feel supported and equipped to make wise decisions for your future. With us by your side, you’ll know how to get the most out of your money, time, and resources and make the most of your life.
Subscribe to Merriman's Envision Newsletter to receive in-depth articles and expert commentary, delivered monthly to your inbox:
"*" indicates required fields